Betterment LLC

Betterment LLC Portfolio holdings

AUM $50.6B
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.6B
AUM Growth
-$701M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$101M
3
+$52.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$42.7M

Top Sells

1
+$43.9M
2
+$30.9M
3
+$24.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.3M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$343K ﹤0.01%
+4,743
252
$339K ﹤0.01%
7,836
+186
253
$336K ﹤0.01%
24,364
+3,750
254
$332K ﹤0.01%
+2,576
255
$305K ﹤0.01%
12,722
+1,020
256
$301K ﹤0.01%
2,871
+50
257
$296K ﹤0.01%
9,454
-142
258
$295K ﹤0.01%
+6,275
259
$290K ﹤0.01%
14,018
-1,668
260
$289K ﹤0.01%
8,713
+282
261
$288K ﹤0.01%
12,119
-30
262
$287K ﹤0.01%
11,976
+354
263
$283K ﹤0.01%
8,079
+526
264
$283K ﹤0.01%
4,932
+208
265
$277K ﹤0.01%
10,644
-1,274
266
$277K ﹤0.01%
3,753
+828
267
$275K ﹤0.01%
7,733
-51
268
$275K ﹤0.01%
3,681
+701
269
$267K ﹤0.01%
7,919
+764
270
$267K ﹤0.01%
12,615
+3,467
271
$263K ﹤0.01%
2,327
-6,597
272
$263K ﹤0.01%
3,749
+73
273
$260K ﹤0.01%
11,207
+1,027
274
$256K ﹤0.01%
+10,338
275
$253K ﹤0.01%
+5,438
9 10
11
12 13